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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-10-17 |
| NH | RA | APPROVED | 2016-10-17 |
Branch Locations
15 N. Main Street Suite 6, Wolfeboro, NH 03894 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Wolfeboro | NH | 07/2016 | 06/2021 |
| Ballentine Partners Llc | Rochester | NH | 07/2021 | 04/2024 |
| Ballentine Partners, Llc | Wolfeboro | NH | 04/2024 | 02/2025 |
| Ballentine Partners, Llc | Waltham | MA | 02/2025 | Present |
Board Member - Fund Evaluation Group - Work with CEO, BOD and Leadership team on strategic and tactical issues. Compensated, outside business hours Trustee - National Philanthropic Trust - Serve on Board of Trustees. Compensated, outside business hours Chairman - Gilmanton Conservation Commission, Town of Gilmanton, NH - Oversee Town of Gilmanton Conservation activities. not compensated, outside business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-17 |
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